CONCURRENT FINANCIAL PLANNING

Concurrent Financial Planning is an independent, virtual financial planning firm that serves individuals, families, and business owners nationwide. We are guided by the core principle of the fiduciary standard, which is to always put your interests first... Preston D. Cherry, Ph.D., CFP is the Founder President of Concurrent Financial Planning, LLC, a comprehensive financial planning firm serving households and business owners across generational lines. Concurrent helps households achieve their Life Money Balance™ aspirations... We offer a transformational personal financial planning experience that helps you balance your life and money where they work in Concurrent partnership to help you achieve your life aspirations.

Also known as: Concurrent Financial Planning, LLC

Primary location: Green Bay United States